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← Share and support customer ideas for Xero

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5 results found

  1. Subscription Transfers - Indicate current subscription

    2 votes

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    2 comments  ·  Practice tools  ·  Admin →
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    Gaining Support  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Lisa, thanks for sharing this here. We can appreciate that having an indication of a subscription would be a good addition to avoid back and forth. We're moving this idea to gain more support so that other users such as yourself who would like to see this change implemented can also add their vote. You can now share this idea with your peers to get them to vote as well! :)

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    Saroj Parsotam commented  · 

    It be good to be able to see what type of plan a client is on when accepting a subscription transfer, so then you know which plan to choose when accepting the invite

    Saroj Parsotam supported this idea  · 
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    Saroj Parsotam commented  · 

    It would be good to see what type of Xero Subscription plan a client is on in XPM rather than having to go into my xero. (Some people dont have the ability to see what subscription type people are on in my xero. There is a box to show who the subscriber is, which isnt really that helpful, but it would be good to see what plan they are on as that would be very helpful, then everyone can see at a glance.

  2. Job Manager: Bulk importing/creation of Jobs - to include Tasks with Estimated Time and Staff on Job

    19 votes

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    8 comments  ·  Practice tools  ·  Admin →
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    Saroj Parsotam supported this idea  · 

  3. NZ GST - GST return note

    15 votes

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    submitted  ·  5 comments  ·  Reports & tax » Tax filing  ·  Admin →
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    Saroj Parsotam shared this idea  · 

  4. XPM: Import relationships info into Financial Statements

    7 votes

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    submitted  ·  3 comments  ·  Practice tools  ·  Admin →
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    Saroj Parsotam commented  · 

    It would be great if we could get a "relationship' report, which lists all the Directors and their start dates, along with the Shareholders, their start dates aswell as how many shares each shareholder holds.

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    Saroj Parsotam commented  · 

    Hi we need a report which lists the 'relationships' in XPM, ie, Directors and Shareholders and how many shares each shareholder holds.

    Saroj Parsotam supported this idea  · 

  5. Practice Manager - Ability to archive deregistered clients in group profiles

    8 votes

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    submitted  ·  2 comments  ·  Practice tools  ·  Admin →
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    Saroj Parsotam commented  · 

    If a lead has been lost, can that automatically remove the 'prospects' in XPM, or do I have to go and archive them individually?

    Saroj Parsotam supported this idea  ·